2. You can make new orders and use credit card payments directly from Navision Dynamics.
Open new sales order…
3. Select correct location code for this order and do not forget to specify default merchant type, id
and account for each location you are going to use credit card payments at.
4. Then as usually select Sell-to customer, Bill-to customer and enter item(s) to sell, quantity, etc.
12. Card expiry date must be filled in as well and be in the future.
13. When you have done this you should press OK button to continue. If you press escape or cancel
button entered information will be lost.
14. When you press OK the system will ask you to proceed with details and if confirm this credit
card details will be encrypted.
15. At the time of encryption the system will create credit card payment journal line, which you can
see from the sales order.
16. Credit card journal line contains all the information needed to pay through the internet.
If you lookup c/card no. field the system will bring you credit card list for current bill-to
customer.
23. At the time of posting of each order the system launch the program, which takes encrypted
information and sends it to SSL secured web site.
Then it gets the response from credit cards processing company and parses it putting result into
the database.
24. After batch posting the system runs report, which creates cash receipt journal for specific
merchant id, journal template and bank account. You can either see payments with result or
create journal lines.
25.
26. You can also check the result from sales invoice.
33. At the time of posting of cash receipt journal the system updates credit card ledger entry putting
customer ledger entry number and it also applies invoice to customer payment.
34. On a broadband connection it takes about 5-10 seconds to process credit card payment.
The same procedure for immediate payments is available from Customer Ledger Entry form.